+1,401.6%
CRS vs HUBB
+148.7%
+1,252.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.7% | -1.9% |
| 7D | -4.1% | -1.7% | -2.4% | -3.1% |
| 30D | -16.6% | -12.7% | -3.9% | -8.8% |
| 3M | -14.3% | -2.9% | -11.3% | -13.4% |
| 6M | +11.6% | -4.8% | +16.4% | +13.3% |
| YTD | +42.6% | +2.8% | +39.8% | +36.8% |
| 1Y | +81.8% | +3.5% | +78.3% | +73.3% |
| 3Y | +632.1% | +43.5% | +588.5% | +436.7% |
| 5Y | +1,401.6% | +154.2% | +1,247.5% | +619.4% |
| All | +1,401.6% | +148.7% | +1,252.9% | +619.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HUBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling